<p>We are looking for a detail-oriented and motivated Financial Analyst to join our client in Dallas, Texas. In this role, you will be running the entire finance group for a non profit in the Dallas area, doing all forecasting, budgeting, modeling strategy,etc.</p><p><br></p><p><br></p><p>• Maintain financial reports, records, and general ledger accounts.</p><p>• Oversee and maintain employee corporate credit card expenses.</p><p>• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.</p><p>• Contribute to the development and review of annual operating budgets and performance projections.</p><p>• Perform monthly balance sheet reconciliations.</p><p>• Meet processing and reporting deadlines.</p><p>• Respond to information requests, review financial statements, and assist with audits.</p><p>• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and</p><p>• maintain property tax schedules.</p><p>• Maintain, verify and track remittance of sales taxes.</p><p>• Maintain relationships with banks, controlling log on access, reviewing cash usage.</p><p>• Validate transactions against IRS guidelines.</p><p>• Ensure compliance with GAAP.</p><p>• Attend and successfully completes all training required by Concord Church.</p><p>• Perform other duties as assigned.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a Financial Analyst to support and improve financial systems operations in Westlake, Texas. This role combines financial expertise with hands-on system administration, reporting, and cross-functional collaboration to help ensure accurate data, reliable processes, and strong internal controls. The ideal candidate will bring experience with Workday Financials, a solid understanding of accounting workflows, and the ability to translate business needs into effective system solutions.<br><br>Responsibilities:<br>• Administer Workday Financials as the primary owner of day-to-day configuration, system performance, and finance-related controls.<br>• Build, update, and monitor business processes, approval paths, and system settings to align with accounting and operational requirements.<br>• Maintain and support data integrations between Salesforce and Workday to promote accurate financial activity tied to billing, revenue, and customer transactions.<br>• Oversee user access, security roles, and permissions within Workday Financials to uphold governance standards and audit expectations.<br>• Collaborate with IT on system upgrades, testing activities, release validation, and change management initiatives affecting financial platforms.<br>• Create and refine reports, dashboards, and analytics that provide Finance, Accounting, FP&A, and leadership with timely operational insight.<br>• Assist with month-end, quarter-end, and year-end close activities by validating system outputs and reconciling financial data across ledgers and subledgers.<br>• Identify opportunities to streamline workflows, automate recurring tasks, resolve system issues, and maintain documentation, training materials, and audit records.<br>• Participate in internal and external audit support by providing subject matter expertise on system controls, financial workflows, and configuration changes.
We are looking for a strategic finance leader to shape and elevate commercial finance operations for a global service organization based in Coppell, Texas. This role will guide enterprise-wide planning, performance analysis, and pricing insight while creating consistent standards across regions. The ideal candidate brings strong financial leadership, the ability to turn complex data into business decisions, and experience partnering with senior executives to improve revenue and margin performance.<br><br>Responsibilities:<br>• Build and expand a global commercial finance structure that supports scalable decision-making across markets and business units.<br>• Establish company-wide financial standards, reporting methods, and governance practices to create consistency in commercial analysis and performance measurement.<br>• Develop disciplined approaches for evaluating promotions, discount structures, incentive programs, and other revenue-driving initiatives.<br>• Analyze margin trends across products, customers, and regions to uncover pricing opportunities, cost improvements, and drivers of profitability.<br>• Lead forecasting, scenario planning, and financial modeling efforts to assess commercial strategies and changing market conditions.<br>• Compare commercial performance across regions to identify gaps, surface risks, and recommend actions that strengthen business results.<br>• Partner with pricing and commercial leadership to improve understanding of revenue trends, market performance, contract compliance, and margin outcomes.<br>• Direct annual revenue planning, budgeting, and rolling forecast activities for global commercial teams, ensuring alignment with financial targets and strategic priorities.<br>• Drive ongoing enhancements to finance tools, analytics, and processes that improve reporting quality, insight generation, and adoption across international teams.
<p>Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP&A for a newly created, high-impact leadership role.</p><p><br></p><p>This is a strategic opportunity for an experienced finance leader to help shape the financial direction of a dynamic, growth-oriented organization. Reporting to executive leadership, this individual will lead enterprise planning, forecasting, performance management, and strategic finance initiatives while partnering closely with senior leadership on key business decisions.</p><p><br></p><p>My client offers a collaborative environment, is rapidly growing through both organic growth and acquisitions, offers excellent benefits, competitive annual salary, bonus and potential future equity!</p><p><br></p><p>For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p>🔹 Key Responsibilities:</p><p>• Lead the FP&A function, including budgeting, forecasting, and long-range planning</p><p>• Partner with the CFO and executive team on strategic financial decisions</p><p>• Drive advanced financial modeling, scenario planning, and performance analytics</p><p>• Develop and enhance KPIs, executive reporting, and board-level financial presentations</p><p>• Support capital allocation, pricing strategy, and business case analysis</p><p>• Improve forecasting accuracy through systems, automation, and BI tools</p><p>• Lead and mentor a high-performing FP&A team</p><p><br></p><p>🔹 Ideal Background:</p><p>✔ 10+ years of progressive FP&A / strategic finance experience</p><p>✔ Current or recent industry experience within financial services, retail and or private equity</p><p>✔ Leadership experience within complex, high-growth environments</p><p>✔ Deep expertise in budgeting, forecasting, and financial modeling</p><p>✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)</p><p>✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred</p><p>✔ MBA and CPA, and or CFA is required</p><p><br></p><p>This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance.</p><p><br></p><p>📩 If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.</p><p><br></p>
<p>We are looking for a detail-oriented Finance Manager who can combine analytical strength with strategic thinking to support key business decisions. This role offers broad exposure across the organization and will partner closely with finance leadership to turn priorities into clear plans, actionable insights, and measurable outcomes. The ideal candidate is comfortable working across teams, building strong executive-ready materials, and helping the organization stay aligned on performance, planning, and execution.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Head of FP&A to evaluate high-priority initiatives and convert strategic objectives into practical financial plans and decision-support models.</p><p>• Coordinate with leaders across departments to gather inputs, clarify priorities, and keep cross-functional projects moving forward on schedule.</p><p>• Prepare financial analyses that support budgeting, forecasting, variance review, and broader performance management activities.</p><p>• Establish and maintain reporting frameworks, KPIs, and operating metrics that help leadership monitor progress and identify risks or opportunities.</p><p>• Develop presentations and summary materials for senior executives, board discussions, and other high-level business reviews.</p><p>• Manage the planning cadence for the finance team by organizing deliverables, tracking deadlines, and ensuring follow-through on critical requests.</p><p>• Consolidate information from multiple data sources to uncover trends, explain business performance, and highlight areas requiring attention.</p><p>• Support process improvement efforts that increase efficiency, strengthen decision-making, and improve coordination between finance and business partners.</p>